True Wealth Design’s Canadian Pacific Kansas City CP Stock Holding History

True Wealth Design’s Portfolio CP Stock Details CP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.5K	Sell	75 -1	-1%	-$86	﹤0.01%	1221
2026 Q1	$5.98K	Buy	76 +6	+9%	+$474	﹤0.01%	1137
2025 Q4	$5.16K	Sell	70 -25	-26%	-$1.84K	﹤0.01%	1074
2025 Q3	$7.08K	Buy	95 +62	+188%	+$4.74K	﹤0.01%	953
2025 Q2	$2.62K	Buy	33 +6	+22%	+$462	﹤0.01%	1066
2025 Q1	$1.9K	Buy	27 +5	+23%	+$380	﹤0.01%	1028
2024 Q4	$1.59K	Buy	22 +2	+10%	+$154	﹤0.01%	797
2024 Q3	$1.71K	Hold	20	–	–	﹤0.01%	833
2024 Q2	$1.57K	Buy	20 +3	+18%	+$244	﹤0.01%	400
2024 Q1	$1.5K	Buy	17 +7	+70%	+$588	﹤0.01%	386
2023 Q4	$791	Hold	10	–	–	﹤0.01%	385
2023 Q3	$745	Hold	10	–	–	﹤0.01%	357
2023 Q2	$808	Hold	10	–	–	﹤0.01%	353
2023 Q1	$770	Hold	10	–	–	﹤0.01%	440
2022 Q4	$746	Buy	+10	New	+$752	﹤0.01%	376

Other funds holding CP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

True Wealth Design's CP Position: Q2 2026 in Review

True Wealth Design reduced its Canadian Pacific Kansas City (CP) stake by 1.3% in Q2 2026, selling an estimated $86 and leaving 75 shares worth $6.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1221.

True Wealth Design first reported a position in CP in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.08K in Q3 2025. 977 funds tracked by Wall St. Rank hold CP as of Q2 2026.

True Wealth Design held 75 shares of Canadian Pacific Kansas City worth $6.5K as of Q2 2026.
True Wealth Design sold 1 Canadian Pacific Kansas City share in Q2 2026, an estimated $86.
Canadian Pacific Kansas City made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1221 holding.
True Wealth Design first reported a position in Canadian Pacific Kansas City in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's Canadian Pacific Kansas City position peaked at $7.08K in Q3 2025.
977 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.